Strategic Financial Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.92M | Sell |
45,048
-19,207
| -30% | -$2.1M | 2.29% | 11 |
|
|
2025
Q1 | $6.72M | Sell |
64,255
-841
| -1% | -$87.9K | 3.54% | 7 |
|
|
2024
Q4 | $7.5M | Sell |
65,096
-3,556
| -5% | -$410K | 3.83% | 7 |
|
|
2024
Q3 | $8.03M | Sell |
68,652
-23,898
| -26% | -$2.8M | 4.1% | 7 |
|
|
2024
Q2 | $9.87M | Sell |
92,550
-4,608
| -5% | -$491K | 5.44% | 5 |
|
|
2024
Q1 | $10.7M | Sell |
97,158
-14,497
| -13% | -$1.6M | 5.94% | 5 |
|
|
2023
Q4 | $12.1M | Buy |
111,655
+26,361
| +31% | +$2.85M | 7.02% | 5 |
|
|
2023
Q3 | $8.05M | Buy |
85,294
+6,186
| +8% | +$584K | 4.88% | 7 |
|
|
2023
Q2 | $7.88M | Sell |
79,108
-45,522
| -37% | -$4.54M | 4.49% | 8 |
|
|
2023
Q1 | $12.1M | Buy |
124,630
+41,663
| +50% | +$4.03M | 7.38% | 4 |
|
|
2022
Q4 | $7.85M | Sell |
82,967
-50,207
| -38% | -$4.75M | 4.79% | 8 |
|
|
2022
Q3 | $11.6M | Buy |
133,174
+39,878
| +43% | +$3.48M | 7.39% | 5 |
|
|
2022
Q2 | $8.62M | Sell |
93,296
-8,181
| -8% | -$756K | 5.04% | 8 |
|
|
2022
Q1 | $10.9M | Buy |
101,477
+27,806
| +38% | +$3M | 5.58% | 5 |
|
|
2021
Q4 | $8.44M | Sell |
73,671
-41,018
| -36% | -$4.7M | 4.14% | 6 |
|
|
2021
Q3 | $12.5M | Buy |
114,689
+4,952
| +5% | +$541K | 6.73% | 6 |
|
|
2021
Q2 | $12.4M | Sell |
109,737
-6,207
| -5% | -$701K | 6.85% | 6 |
|
|
2021
Q1 | $12.6M | Buy |
115,944
+10,754
| +10% | +$1.17M | 7.46% | 5 |
|
|
2020
Q4 | $9.67M | Buy |
105,190
+31,149
| +42% | +$2.86M | 6.32% | 5 |
|
|
2020
Q3 | $5.2M | Buy |
74,041
+1,178
| +2% | +$82.7K | 4.07% | 9 |
|
|
2020
Q2 | $4.98M | Sell |
72,863
-6,483
| -8% | -$443K | 4.12% | 9 |
|
|
2020
Q1 | $4.45M | Sell |
79,346
-8,679
| -10% | -$487K | 4.73% | 7 |
|
|
2019
Q4 | $7.38M | Buy |
+88,025
| New | +$7.38M | 6.04% | 5 |
|